• The ‘Activity Stats’ Insight will show you the key transactional figures for a prospective clients Xero. During the discovery call get access to Xero and load them into Xavier so you can price the new client fairly.
• Have you ever taken on a new Xero client and spent weeks resolving historic data? Using the ‘Health Score’ in Xavier you will instantly get a feel for the quality of the Xero data. You can then price accordingly if needed.

Everyone wants to kick-start a new clients experience well. Try doing the following in your initial client kick-off workshop:

• ‘Dormant Accounts’ Feature - Clean-up their chart of accounts using the Dormant Accounts feature, quickly identify accounting codes that are no longer in use and archive them in Xero.
• Coding the transactions to the right place:
  • Step 1 - 'Reports’ - Expenses by Month and Contact - Using this report to understand where expenses have been coded in the last 12 months. Tip - You can change this report to group by either Contact or Account Code
  • Step 2 - ‘Contact Defaults’ - Set default account codes for the contacts so you know where to code them.

• 'Unreconciled Transactions' Cleanup Tool - Look at the unreconciled bank transactions across all bank accounts.
• 'Multi-Coded Contacts' - Cleanse the old data as much necessary
• Lock Dates - Once the data is clean, set the lock dates in Xero. Track this going forward using the 'Lock Dates' feature within Xavier.

Xavier can be great place to start to understand client data.

• Use the ‘Regular Suppliers’ insight to both understand who their regular suppliers are and spot any anomalies in the data.
• Conduct an analytical review using Xavier’s Reports, or build your own in the Sandbox.
• Xero - Review P&L, and Balance Sheet.